Insights

Client Focus CAVU Wealth Advisors specializes in serving engaged families, individuals, and small businesses, indicating an opportunity to offer tailored financial products or services that enhance personalized wealth management solutions.

Technology Stack Utilizing modern web technologies such as Ruby on Rails and Google Analytics suggests openness to integrating innovative digital tools, presenting a potential avenue for digital marketing or fintech collaborations.

Financial Profile With revenues up to one million dollars and a fee-only advisory model, the firm might be seeking cost-effective or scalable financial tools, compliance solutions, or investment platforms to support their growth and service quality.

Competitor Landscape Compared to larger firms like Edward Jones, CAVU's smaller size indicates opportunities to provide scalable solutions that support boutique, personalized service offerings that appeal to their target clientele.

Growth Potential Operating within a competitive industry with room for expansion, CAVU Wealth Advisors could benefit from partnerships in marketing, client acquisition strategies, or financial planning technology to further grow their client base.

CAVU Wealth Advisors Tech Stack

CAVU Wealth Advisors uses 8 technology products and services including Squarespace, Backbone.js, Underscore.js, and more. Explore CAVU Wealth Advisors's tech stack below.

Squarespace

Content Management System

Backbone.js

Javascript Frameworks

Underscore.js

Javascript Libraries

Clipboard.js

Javascript Libraries

Modernizr

Javascript Libraries

Ruby

Programming Languages

Google Analytics

Web Analytics

Ruby on Rails

Web Frameworks

CAVU Wealth Advisors Email Formats	Example	Percentage
First@cavuwealth.com	John@cavuwealth.com	50%
First@cavuwealth.com	John@cavuwealth.com	50%

CAVU Wealth Advisors Email Formats

Example

Percentage

First@cavuwealth.com

John@cavuwealth.com

50%

First@cavuwealth.com

John@cavuwealth.com

50%

Frequently Asked Questions

Where is CAVU Wealth Advisors's headquarters located?

CAVU Wealth Advisors's main headquarters is located at 1220 Oakland Boulevard, Suite 200. The company has employees across 1 continents, including North America.

What is CAVU Wealth Advisors's phone number?

You can contact CAVU Wealth Advisors's main corporate office by phone at

+1-925-388-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CAVU Wealth Advisors's official website and social media links?

CAVU Wealth Advisors's official website is cavuwealth.com and has social profiles on LinkedIn.

What is CAVU Wealth Advisors's SIC code NAICS code?

CAVU Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does CAVU Wealth Advisors have currently?

As of December 2025, CAVU Wealth Advisors has approximately 3 employees across 1 continents, including North America. Key team members include Founding Principal: D. S.. Explore CAVU Wealth Advisors's employee directory with LeadIQ.

What industry does CAVU Wealth Advisors belong to?

CAVU Wealth Advisors operates in the Financial Services industry.

What technology does CAVU Wealth Advisors use?

CAVU Wealth Advisors's tech stack includes SquarespaceBackbone.jsUnderscore.jsClipboard.jsModernizrRubyGoogle AnalyticsRuby on Rails.

What is CAVU Wealth Advisors's email format?

CAVU Wealth Advisors's email format typically follows the pattern of First@cavuwealth.com. Find more CAVU Wealth Advisors email formats with LeadIQ.

When was CAVU Wealth Advisors founded?

CAVU Wealth Advisors was founded in 2009.

CAVU Wealth Advisors

Q: What is CAVU Wealth Advisors's official website and social media links?

CAVU Wealth Advisors's official website is cavuwealth.com. CAVU Wealth Advisors has social profiles on LinkedIn.

Q: How many employees does CAVU Wealth Advisors have currently?

CAVU Wealth Advisors has approximately 3 employees.

Q: What technology does CAVU Wealth Advisors use?

CAVU Wealth Advisors's tech stack includes Marionette.js, Moment.js, Ruby on Rails, Google Analytics, Ruby.

Financial ServicesCalifornia, United States2-10 Employees

CAVU Wealth Advisors is an independent wealth advisory firm located in Walnut Creek, CA. 

We work with engaged families, individuals, and small business retirement plans to define their goals and make smart financial decisions. By planning well and investing wisely, the sky is the limit.

We offer high quality investment advice and comprehensive financial planning.  We liaise with experts in a variety of fields to ensure our clients maximize their potential for success while minimizing their tax burden, protecting their family, and giving them the opportunity to support their favorite charitable organizations.

Our fee-only structure allows us to provide objective advice and minimizes conflicts of interest.

Plan Well.  Invest Wisely.  Live Richly.

Insights

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